News

Gold prices surged 26% in H1 2025, outperforming most assets, as investors seek protection from economic and geopolitical ...
New US hospital and surgical reimbursement rates for 2026 are rising faster than inflation, bolstering the earnings outlook ...
In this update, we explore how long markets can ignore tariff drama, the odds of a Fed rate cut and the good news for small caps.
JB Hi-Fi delivered a strong FY25 result, yet so far, its share price is falling. It’s a buy the dip opportunity says this ...
Claremont Global's Bob Desmond is staying disciplined as markets chase momentum, betting quality businesses will win the long ...
Mullins argued that investors face a “new regime” for fixed income - or perhaps a return to the “old normal” - defined by (relatively) higher rates, higher volatility, and higher risk premia. In his ...
It’s much harder to innovate consistently than build one great idea, but some companies are up to the challenge. In our latest Curious podcast, I sat down with Breville (ASX: BRG) CEO Jim Clayton to ...